Fortune Finsec Pvt. Ltd. is an investments management company with a unique philosophy and approach to managing client investments.
 
We are objective...
 
We assure a complete focus and commitment in assisting our clients to meet their financial goals.
 
We are experienced....
 
At Fortune Finsec Pvt. Ltd. we believe in a team approach to meet the needs of our clients. Our experience totals over 24 years. 

The company's founder, Suresh Kakani, brings over 24 years of experience in the field of Risk Management (Life and General Insurance), and portfolio management (mutulal Funds and Equity) for individuals, banks, and corporates. 

Suresh's role is to develop a personalised financial plan for each client, and provide complete management of the portfolio.
 
We are client-friendly...
 
We believe in logo-term client relationhips. By working with a limiled number of clients, we can focuc on all needs and concerns of each person. We understand the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.





Product & Services Offered

Our Services:
 
  • Risk Management (Life & General Insurance)
  • Wealth Management
  • Capital Market Advisory
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • NRI Services